玩股撇步(動畫小學堂)  

  • 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
  • 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
  • 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
  • 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
  • 如果EPS衰退,要觀察同業是不是有一樣的狀況
  • 要留意增資減資和公司債對股本及EPS的影響
成長能力-近8季
加權平均股數 QoQ YoYEPS QoQ YoY本業EPS QoQ YoY累計EPS QoQ YoY營收 QoQ YoY毛利率(%) QoQ YoY營業利益率 QoQ YoY稅後淨利率 QoQ YoY營業利益 QoQ YoY稅後淨利 QoQ YoY稅前淨利率(%) QoQ YoY稅後淨利率(%) QoQ YoY兩季平均(YOY)營收成長率(%)兩季平均(YOY)EPS成長率(%)兩季平均(YOY)本業EPS成長率(%)
26Q1 (8)270.00.02.58152.94155.452.56201.18146.152.58-35.98155.453.8778.3458.6133.56-8.8334.0822.5157.7461.2517.7042.7461.350.87180.65155.880.68151.85151.8522.1335.5261.4217.7042.7461.3530.1277.4791.45
25Q4 (7)270.03.851.022.0-40.00.85-18.27-46.544.0333.44-41.172.17-18.11-27.6736.8134.392.1914.279.01-21.8112.4023.51-16.50.31-11.43-43.640.270.0-40.016.3330.12-13.8712.4023.51-16.5-13.840.5111.13
25Q3 (6)270.00.01.00-0.99-69.791.0440.54-68.13.0250.25-41.592.65-9.56-65.0427.3926.1627.2213.0946.58-9.2210.0410.45-13.30.3534.62-67.890.270.0-69.3212.5512.05-13.3310.0410.45-13.35.26-0.495.84
25Q2 (5)270.03.851.010.031.170.74-28.85-8.642.0199.0110.442.9320.0827.3921.71-13.26-18.298.93-36.03-25.49.09-17.144.840.26-23.53-7.140.270.035.011.20-18.312.09.09-17.144.84--0.00
25Q1 (4)273.850.01.01-40.590.01.04-34.590.01.01-85.260.02.44-18.670.025.03-30.510.013.96-23.510.010.97-26.130.00.34-38.180.00.27-40.00.013.71-27.690.010.97-26.130.0--0.00
24Q4 (3)26-3.70.01.70-48.640.01.59-51.230.06.8532.50.03.0-60.420.036.0267.30.018.2526.560.014.8528.240.00.55-49.540.00.45-48.860.018.9630.940.014.8528.240.0--0.00
24Q3 (2)273.850.03.31329.870.03.26302.470.05.17184.070.07.58229.570.021.53-18.970.014.4220.470.011.5833.560.01.09289.290.00.88340.00.014.4831.880.011.5833.560.0--0.00
24Q2 (1)260.00.00.770.00.00.810.00.01.820.00.02.30.00.026.570.00.011.970.00.08.670.00.00.280.00.00.20.00.010.980.00.08.670.00.0--0.00
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2026/40.87-67.32-8.264.7439.764.25N/A-
2026/32.66268.61166.273.8758.413.870.24月營收年增率166.27%、年營收年增率58.42%,主係今年轉播世界棒球經典賽所致。
2026/20.7249.26-11.181.21-16.351.830.51-
2026/10.48-22.73-23.040.48-23.041.830.51-
2025/120.63-13.27-24.5510.19-31.512.160.42月營收年增率-24.55%,主係去年同期轉播世界棒球12強所致。
2025/110.72-11.66-43.929.56-31.922.410.38月營收年增率-43.93%,主係去年同期轉播世界棒球12強所致。
2025/100.82-6.29-6.048.84-30.712.580.35-
2025/90.87-1.816.728.02-32.522.650.37-
2025/80.890.03-79.887.15-35.822.830.34月營收年增率-79.88%,主係去年同期轉播巴黎奧運所致。
2025/70.89-16.15-63.356.26-6.912.870.34月營收年增率-63.35%,主係去年同期轉播巴黎奧運所致。
2025/61.0614.0536.625.3724.822.930.29-
2025/50.93-2.0524.584.3222.232.870.3-
2025/40.95-5.1621.853.3922.42.760.31-
2025/31.022.9435.852.4422.612.440.33-
2025/20.8129.3227.121.4414.852.270.35-
2025/10.63-24.242.110.632.112.740.29-
2024/120.83-35.5446.5414.8754.162.990.27年營收年增率54.16%,主係今年度轉播巴黎奧運及世界棒球12強所致。
2024/111.2947.9986.5414.0454.632.90.28年營收年增率54.64%,主係今年度轉播巴黎奧運及世界棒球12強所致;月營收年增率86.55%,主係本月轉播世界棒球12強所致。
2024/100.8716.41-33.9612.7652.016.030.14年營收年增率52.01%,主係今年度轉播巴黎奧運所致;月營收年增率-33.97%,主係去年同期轉播杭州亞運所致。
2024/90.75-83.07-21.311.8968.827.580.1本年因巴黎奧運轉播致營收增加。
2024/84.4182.26594.0611.1482.867.610.1本月因巴黎奧運轉播致營收增加。
2024/72.42212.53354.916.7323.283.940.19本月因巴黎奧運轉播致營收增加。
2024/60.774.01.134.31-12.422.30.34-
2024/50.74-4.210.663.53-14.922.260.35-
2024/40.785.73-1.02.77-20.40.0N/A-
2024/30.7415.04-51.781.99-26.060.0N/A去年度因世界棒球經典賽轉播致營收增加,本期無此情事。
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成長能力-近5年
加權平均股數 YoYEPS YoY本業EPS YoY營收 YoY毛利率(%) YoY營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2025 (5)273.853.99-40.83.63-44.3310.19-31.5627.203.7412.35-17.3410.49-12.951.26-43.241.35-40.271.07-40.22
2024 (4)2613.046.7414.246.5231.4514.8953.8226.22-25.9514.94-15.2112.05-14.32.2229.822.2631.41.7931.62
2023 (3)234.555.90111.474.96115.659.68-1.3335.4182.917.62126.1914.06125.681.71125.01.72129.331.36122.95
2022 (2)2210.02.7931.62.3076.929.815.0319.3624.427.7958.666.2333.980.7665.220.7538.890.6141.86
2021 (1)200.02.1201.3009.34135.8615.5604.9104.6500.4600.5400.430

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